diff --git a/point_of_sale/shop/cash_control.rst b/point_of_sale/shop/cash_control.rst index 63d4126fc..454f91447 100644 --- a/point_of_sale/shop/cash_control.rst +++ b/point_of_sale/shop/cash_control.rst @@ -1,3 +1,98 @@ =========================== How to set up cash control? -=========================== \ No newline at end of file +=========================== + +Cash control permits you to check the amount of the cashbox at the +opening and closing. + +Configuring cash control +======================== + +On the **Point of Sale** dashboard, +click on :menuselection:`More --> Settings`. + +.. image:: media/cash_control01.png + :align: center + +On this page, scroll and tick the the option **Cash Control**. + +.. image:: media/cash_control02.png + :align: center + +Starting a session +================== + +On your point of sale dashboard click on **new session**: + +.. image:: media/cash_control03.png + :align: center + +Before launching the point of sale interface, you get the open control +view. Click on set an opening balance to introduce the amount in the +cashbox. + +.. image:: media/cash_control04.png + :align: center + +Here you can insert the value of the coin or bill, and the amount present in +the cashbox. The system sums up the total, in this example we have +``86,85€`` in the cashbox. Click on **confirm**. + +.. image:: media/cash_control05.png + :align: center + +You can see that the opening balance has changed and when you click on +**Open Session** you will get the main point of sale interface. + +Register a sale +=============== + +.. image:: media/cash_control06.png + :align: center + +On the right you can see the list of your products with the categories +on the top. If you click on a product, it will be added in the cart. You +can directly set the correct quantity or weight by typing it on the +keyboard. + +Payment +======= + +Once the order is completed, click on **Payment**. You can choose the +customer payment method. In this example, the customer owes you ``10.84€`` +and pays with a ``20€`` note. When it's done, click on **Validate**. + +.. image:: media/cash_control07.png + :align: center + +Your ticket is printed and you are now ready to make your second order. + +Closing a session +================= + +At the time of closing the session, click on the **Close** button on the top +right. Click again on the **Close** button to exit the point of sale interface. +On this page, you will see a summary of the transactions. At this moment you can +take the money out. + +.. image:: media/cash_control08.png + :align: center + +For instance you want to take your daily transactions out of your +cashbox. + +.. image:: media/cash_control09.png + :align: center + +Now you can see that the theoretical closing balance has been updated +and it only remains you to count your cashbox to set a closing balance. + +.. image:: media/cash_control10.png + :align: center + +You can now validate the closing. + +.. seealso:: + * :doc:`invoice` + * :doc:`refund` + * :doc:`seasonal_discount` \ No newline at end of file diff --git a/point_of_sale/shop/media/cash_control01.png b/point_of_sale/shop/media/cash_control01.png new file mode 100644 index 000000000..24a1e4933 Binary files /dev/null and b/point_of_sale/shop/media/cash_control01.png differ diff --git a/point_of_sale/shop/media/cash_control02.png b/point_of_sale/shop/media/cash_control02.png new file mode 100644 index 000000000..af5a68940 Binary files /dev/null and b/point_of_sale/shop/media/cash_control02.png differ diff --git a/point_of_sale/shop/media/cash_control03.png b/point_of_sale/shop/media/cash_control03.png new file mode 100644 index 000000000..a7206abfe Binary files /dev/null and b/point_of_sale/shop/media/cash_control03.png differ diff --git a/point_of_sale/shop/media/cash_control04.png b/point_of_sale/shop/media/cash_control04.png new file mode 100644 index 000000000..9a74786b0 Binary files /dev/null and b/point_of_sale/shop/media/cash_control04.png differ diff --git a/point_of_sale/shop/media/cash_control05.png b/point_of_sale/shop/media/cash_control05.png new file mode 100644 index 000000000..cb1a83b4e Binary files /dev/null and b/point_of_sale/shop/media/cash_control05.png differ diff --git a/point_of_sale/shop/media/cash_control06.png b/point_of_sale/shop/media/cash_control06.png new file mode 100644 index 000000000..b9d8774bf Binary files /dev/null and b/point_of_sale/shop/media/cash_control06.png differ diff --git a/point_of_sale/shop/media/cash_control07.png b/point_of_sale/shop/media/cash_control07.png new file mode 100644 index 000000000..5c5c3003f Binary files /dev/null and b/point_of_sale/shop/media/cash_control07.png differ diff --git a/point_of_sale/shop/media/cash_control08.png b/point_of_sale/shop/media/cash_control08.png new file mode 100644 index 000000000..782170192 Binary files /dev/null and b/point_of_sale/shop/media/cash_control08.png differ diff --git a/point_of_sale/shop/media/cash_control09.png b/point_of_sale/shop/media/cash_control09.png new file mode 100644 index 000000000..de1152bee Binary files /dev/null and b/point_of_sale/shop/media/cash_control09.png differ diff --git a/point_of_sale/shop/media/cash_control10.png b/point_of_sale/shop/media/cash_control10.png new file mode 100644 index 000000000..16cff3dd4 Binary files /dev/null and b/point_of_sale/shop/media/cash_control10.png differ